Quincy Cass Associates, Incorporated

Broker-DealerFINRA MemberEst. 1936
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
686
Registered since
January 1, 1936

Firm profile

FINTRX

Overview

Quincy Cass Associates, Incorporated is an SEC-registered advisory corporation with a long registration history dating to 1936. The firm is listed as owner-operated (individual owner) and is categorized as "Unclassified" in the dataset. The record indicates Quincy Cass is not a multi-state adviser, does not identify as an active ESG investor, and is not flagged as a capital allocator or pension consultant. The source file does not include details on the firm's fee schedule, specific advisory activities, target client segments, or investment mandate.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Mark Minichiello

    Mark Minichiello

    Chief Executive OfficerCRD 1863304

  • Daniel Guay

    Daniel Guay

    Chief Financial OfficerCRD 4015808

  • Deanna Adams

    Deanna Adams

    Chief Investment OfficerCRD 7475707

Contacts

3 of 6
  • Aden Schwartz

    Aden Schwartz

    Equity Research AnalystCRD 7961116

  • Tomas Choukroun

    Tomas Choukroun

    Equity Research AnalystCRD 7961099

  • Guadalupe Benitez Chavez

    ShareholderCRD 4524777

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth